SOQ-2026-1421_Safe_Streets_and_Roads_for_All_SS4A_3.11.26.pdf

City of Casselberry | Procurement and Contract Management Division 95 Triplet Lake Drive, Casselberry, Florida 32707 Phone: 407-262-7700, Ext. 1142 | procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

SOQ-2026-1421 SAFE STREETS AND ROADS FOR ALL (SS4A)

PF-601B 3/2026

To: All Prospective Proposers

From: Procurement Manager

Dear Prospective Proposer:

The City of Casselberry, Florida, a municipal corporation existing under the laws of the State of Florida, herein after also referred to as the “City”, pursuant to the requirements set forth in the Consultant Competitive Negotiations Act (CCNA), Section 287.055, Florida Statutes hereby announce that it is accepting written proposals from all qualified firms or individuals interested in providing the services generally described herein and as specified in the “Scope of Services” of this Statement of Qualifications (SOQ) document. The successful proposer(s) must demonstrate their qualifications, experience, availability, approach and work plan which will best serve the overall needs of the City.

If you are interested in preparing a response to this SOQ, please read requirements carefully and complete the proposal in the manner as set forth in this SOQ document. Your response is considered a binding offer to perform in the manner described in the proposal response and shall remain a firm offer for a period not to exceed one hundred eighty (180) days from public opening. Also please be aware that, under the competitive proposal process, the stipulations set forth herein are fully binding on the proposer to the extent that you confirm acceptance by your signature on the Acceptance of Proposal Terms and Conditions.

There will be a MANDATORY pre-proposal conference held for this project. IF THE PRE-PROPOSAL IS

MANDATORY, YOU MUST ATTEND THE MEETING FOR YOUR PROPOSAL TO BE CONSIDERED.

Questions regarding this solicitation must be received in writing at the email address listed herein no later than the deadline date per the schedule located within SECTION 2.

Responses to those questions considered material to the solicitation shall be distributed via formal addenda and posted to VendorLink, LLC., at: https://www.myvendorlink.com/common/default.aspx.

All proposers are advised that under Chapter 119, Florida Statutes, all responses are deemed a public record and open to the public as provided for in said statute.

The City welcomes your response to this SOQ document. Proposals should be prepared in accordance with the SOQ instructions and will be evaluated by the City as stated in the evaluation section of this document. The City reserves the right to waive any formalities and informalities, to reject any or all proposals or to re-advertise for proposals for these services. The City may withdraw all or part of this SOQ at any time to protect the interests of the City. All proposers are asked to be thorough yet concise in their response. Failure to provide the response in the manner prescribed herein may be grounds for disqualification. Thank you for your interest in doing business with the City of Casselberry, Florida.

procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

TABLE OF CONTENTS

SECTION TITLE

1 Project Overview 2 Tentative Schedule 3 General Instructions 4 Scope of Services 5 Proposal Response, Criteria and Evaluation 6 Evaluation Process 7 General Terms and Conditions

ATTACHMENT

A Statement of No Proposal Submittal B Insurance Requirements C Conflict of Interest Statement D Non-Collusion/Lobbying Certification E Drug-Free Workplace Certification F Acceptance of Proposal Terms and Conditions G Addendum Receipt Acknowledgement Certification H Organizational Information I Proposed Schedule of Subcontractor Participation J Contractor Certification Regarding Scrutinized Companies K Truth-in-Negotiations Certification

EXHIBIT

A Scope of Services and Technical Requirements B Grant Agreement – FHWA SS4A C Standard Sample Agreement D Electronic Submission procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

SECTION 1 PROJECT OVERVIEW

1.01 INTENT AND PURPOSE

It is the intent of this solicitation to engage one (1) qualified firm to provide all consultant services necessary to fully implement the proposed project and satisfy all requirements of the Grant Agreement.

Refer to Exhibit “B” for a copy of the complete Grant Agreement (including its Terms and Conditions and Exhibits), which the proposer is encouraged to review completely as it contains additional requirements and details beyond the discussion included herein.

This competitive process complies with Section 287.055 Florida Statutes known as the “Consultants’ Competitive Negotiation Act” (CCNA). The CCNA process allows for professional firms to be chosen on quality of personnel, minority business enterprise consideration, past performance, willingness to meet time and budget requirements, location, workload, and volume of work previously awarded to each professional firm by the City.

1.02 BACKGROUND

The City of Casselberry was incorporated in 1940 and is located at the crossroads where U.S. Highway 17-92 and State Road 436 intersect. Both of these roads are known for the substantial retail and multi-family development. The City is committed to redevelopment activities along U.S. Highway 17-92, including a mix of retail, government, residential and recreational activities.

Located just 20 minutes northeast of downtown Orlando, Casselberry’s city government is focused on meeting the needs of businesses looking to relocate and/or entrepreneurs who are seeking the right location to jump-start a new enterprise. One of the fastest growing areas in Metro Orlando, Casselberry is an exciting, thriving community in which to do business.

The City operates under a Commission/Manager form of government and provides a full range of services to include, police, the construction and maintenance of streets, sidewalks, parks, stormwater, wastewater, water and other infrastructure, engineering, planning and community development, code enforcement, general administration and support services, and recreational and cultural events.

Additional City information can be found at: https://www.casselberry.org/31/About-Us.

1.03 TERM OF AGREEMENT

It is anticipated an Agreement will be awarded for a five (5) year term to begin upon approval and execution by the City. The decision to extend the contract shall be at the sole discretion of the City.

This schedule is tentative and subject to change.

For the professional services performed by the CONSULTANT pursuant to this Agreement, the CITY hereby agrees to pay the CONSULTANT in accordance with the provisions set forth by Section 218.70, Florida Statutes, Local Government Prompt Payment Act.

A. Continuing Consultants Competitive Negotiation Act (CCNA) contracts are limited to projects in which the estimated construction cost does not exceed $7.5 million or when the fee for professional services for studies does not exceed $500,000.00, pursuant to Florida Statute 287.055(2)(g), or as amended.

procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

B. Services may not begin until after execution of the agreement and approval of all required documentation.

C. The City reserves the right to re-negotiate rates based on current market conditions during the term of the awarded agreement.

1.04 MINIMUM REQUIREMENTS

The following mandatory minimum requirements have been established, subject to the City’s right to waive minor irregularities. The Proposer’s submittal must demonstrate both sufficient experience and an approach to work to address the requirements outlined in the scope to provide turnkey Professional Architectural/Engineering Design Services.

A. The Proposer shall have been in business for a minimum of three (3) consecutive years and shall currently be licensed to perform services within the State of Florida. This requirement shall be based on the Solicitation’s due date. Copies of documentation demonstrating meeting this minimum requirement shall be submitted with your response. Examples of documentation may include, but not be limited to; local business tax receipts for three (3) years, corporation documents with date of inception, certificate of authority, etcetera.

B. If the business headquarters is located outside of the state of Florida, they shall currently be licensed to perform services in both their home state and the state of Florida; and shall have been in business for a minimum of three (3) consecutive years. This requirement shall be based on the Solicitation’s due date. Copies of documentation demonstrating meeting this minimum requirement shall be submitted with your response. Examples of documentation may include, but not be limited to, local business tax receipts for three (3) consecutive years, corporation documents with date of inception, certificate of authority, etcetera. In addition, the Proposer shall submit to Procurement a current Certificate of Authority, which is issued through the Department of State and in accordance with Florida Statute 607.1501, within ten (10) business days upon notice of intent to award.

C. Provide proof that key personnel have held and maintained for a minimum of three (3) consecutive years a current State of Florida:

1. Business or Corporation shall hold a Certificate of Authorization as an Engineering Services

Business; or

2. Key personnel, defined herein as Principal and/or Senior Manager assigned to this engagement, shall hold a current State of Florida Registered Engineer as required by rule, and have authority to submit certified reports to state agencies (if applicable).

D. Demonstration of Experience: List and provide a brief description of similar work satisfactorily completed and/or currently being provided with location, dates of contract, names, addresses, email addresses and telephone numbers of owners by completing GSA Standard Form SF-330.

E. Professional Team Members proposed to provide services for this engagement must include a Project Manager with a minimum of five (5) years’ experience managing or working with Florida municipalities. All assigned Architects and Engineers must be certified and registered per Section

287.055 Florida Statues. In addition, the firm must have adequate resources of certified (per each industry standards) professionals (for example, planners, surveyors, engineers, environmental consultants, real estate consultants, etc., as applicable) as needed to ensure the deliverables are met accurately and in a timely manner.

procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

MINIMUM TECHNICAL QUALIFICATIONS

Submissions must include evidence of the Proposer’s team satisfying the following identified minimum technical qualifications:

A. Transportation Planning Experience

1. Multimodal master planning including complete streets and trails

2. Financial analysis

3. Funding strategies

4. Transportation policy, including complete streets

5. ADA Transition Plans

6. Capital project identification, prioritization, cost estimation, and programming

B. Transportation Evaluations and Design Experience

1. Complete street improvements design

2. Quick-build design, including use of temporary materials (e.g., flex sticks, other delineators, striping, signage, etc.) to create safety and connectivity improvements

3. Signalization analysis

4. Alternatives development and analysis

5. Sidewalk and shared use path/trails design experience

6. Drainage design

7. Post design services

8. Construction Engineering Inspection (CEI) services for transportation projects

9. Post-construction evaluation and assessment of project effectiveness

10. Any other experience in conventional and/or innovative transportation project design, particularly that related to urbanized areas, context sensitive solutions, and multi-modal designs

C. Environmental Permitting and Compliance related to transportation projects, including NEPA

1. Completion of Categorical Exclusion checklists or similar activities

2. Completion of CRAS (Cultural Resource Assessment Report)

3. General project design permitting

4. Any other permitting experience

D. Transportation Infrastructure Management

1. Assessment and recommendations for operations and maintenance of transportation networks, including ADA assessments

2. Sidewalk inventory

3. Other general transportation planning and management activities

E. Funding Experience

1. Grant applications, awards, and administration

2. Experience with MetroPlan Orlando (or similar MPO’s), FDOT (or similar agencies), and local, state, and federal funding sources and processes related to transportation projects

3. Other experience in funding mechanisms procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

F. Outreach/Public Engagement Experience G. Documentation of teams’ professional training and experience with similar projects.

H. Identify the teams’ ability to perform the needed services to develop and implement the project within the estimated schedule.

I. Documentation of three (3) years or equivalent experience or expertise associated with such

Consulting Services for City and/or County governments

The proposer shall provide proof of the above minimum qualification by furnishing copies and or written documentation to substantiate meeting the requirements. Failure to provide said documentation with your proposal shall be grounds for deeming your proposal unresponsive and removing it from further consideration.

This is a non-negotiable item.

THE REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK

procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

SECTION 2 SOQ SOLICITATION PROCESS SCHEDULE

Tentative Schedule

ACTIVITY DATE

SOQ Released to General Public Friday, March 13, 2026 SOQ Pre-Proposal Meeting - Mandatory Wednesday, March 18, 2026, 8:30 a.m.

Deadline for Questions by Interested Parties Thursday, April 2, 2026, 2:00 p.m.

Proposal Due Date and Time Thursday, April 16, 2026, 2:00 p.m.

Proposal Opening, Commission Chambers Thursday, April 16, 2026, 2:30 p.m.

Phase I Evaluation Committee Meeting Thursday, April 30, 2026, 9:00 a.m.

Informal Interviews Tuesday, May 5, 2026 Phase II Evaluation Committee Meeting Tuesday, May 5, 2026, 3:00 p.m.

City Commission Approval of Contract June 22, 2026 procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

SECTION 3 GENERAL INSTRUCTIONS FOR PROPOSAL DELIVERY AND PREPARATION

3.01 OBTAINING THE SOLICITATION DOCUMENT

The SOQ documents are available on-line and can be downloaded at no charge via VendorLink, LLC., at: https://www.myvendorlink.com/common/default.aspx. Register to download the solicitation documents and to receive notifications of Addenda. The City is not responsible for errors and omissions occurring in the transmission or downloading of any documents from these websites. In the event of any discrepancy between information on these websites and the hardcopy specifications, the terms of the hardcopy specifications shall prevail. For more information, email the Procurement and Contract Management Division procurement@casselberry.org. Important: The desire of the City to pursue proposals shall in no way obligate the City to compensate you for your efforts or to execute a contract with your firm.

3.02 ON-LINE SERVICE PROVIDER DISCLAIMER

VendorLink, LLC., has no affiliation with the City other than as a service that facilitates communication between the City and its vendors. VendorLink, LLC., is an independent entity and is not an agent or representative of the City. Communications to VendorLink, LLC., do not constitute communications to the City.

3.03 SOLICITATION DOCUMENTS FROM THIRD PARTY PROVIDERS

The City of Casselberry Procurement and Contract Management Division, its website and its service provider, VendorLink, LLC., is the only authorized sources of solicitation documents/forms. Solicitation documents/forms obtained from any other third-party source may be an incomplete set of documents.

Proposers using solicitation documents/forms obtained from any other third-party source are advised to register with VendorLink, LLC., to obtain a complete set of solicitation documents and to enable notification of required addenda. Reproduction of these documents without the express permission of the City is prohibited.

3.04 PRE-PROPOSAL CONFERENCE

A MANDATORY PRE-PROPOSAL CONFERENCE will be held at the City Hall Commission Chambers, 95 Triplet Lake Drive, Casselberry, Florida 32707. See Section 2 Solicitation Schedule.

IMPORTANT NOTE: It is imperative that all proposers have a clear understanding of the scope of services requirements. As such, the City reserves the right to schedule a pre-proposal conference.

Therefore, in the event a mandatory pre-proposal conference is required and/or subsequently scheduled, attendance will be a pre-requisite for submitting a proposal; and proposals will only be accepted from those who are represented at a mandatory pre-proposal conference. Attendance at the pre-proposal conference will be evidenced by the proposer’s/representative’s signature on the attendance roster. In the event of a mandatory pre-proposal conference, the time, date, and location of the meeting will be noted in the released Addendum notifying such requirement. Please plan your travel time accordingly.

3.05 INTERPRETATION AND QUESTIONS

All questions relating to this SOQ document must be in writing delivered electronically through email to the address below for this solicitation no later than the date and time as set forth in Section 2 SOQ

SOLICITATION TENTATIVE SCHEDULE.

procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

Procurement and Contract Management Division City of Casselberry 95 Triplet Lake Drive, 2nd Floor Casselberry, Florida 32707 Phone: (407) 262-7700, extension 1142 Email: procurement@casselberry.org

A. It is the proposer’s responsibility to become familiar with and fully informed regarding the terms, conditions and specifications of this SOQ solicitation. Lack of understanding and/or misinterpretation of any portions of this SOQ solicitation document shall not be cause for withdrawal of your SOQ response after opening or for subsequent protest of award. Proposers must contact the Procurement and Contract Management Division prior to proposal opening, should clarification be required.

B. Any interpretations, clarifications, or changes will be made in the form of written addenda issued by the Procurement and Contract Management Division.

C. Any oral communications will not be authoritative and will not be binding on the City.

D. It is the sole responsibility of the proposer to contact the Procurement and Contract Management Division prior to submitting a proposal to ascertain if any addenda have been issued, to obtain all such addenda, and to return executed addenda with each proposal.

E. Addenda will be available to all proposers and will be uploaded to VendorLink, LLC., at:

https://www.myvendorlink.com/common/default.aspx.

3.06 PREPARATION AND FORMAT

Proposals should be prepared in a clear and concise manner to meet the requirements of the SOQ.

Emphasis should concentrate on conformance to the SOQ instructions, responsiveness to the requirements, as well as completeness and clarity of content.

3.07 PAGE LIMITATION

Proposal packages shall be limited to not more than 75 Pages (SF 330 included), printed on a single side of paper, with a font no less than twelve (12) point. Note: City required attachments and forms will not be counted in the 75-page limitation.

3.08 SUBMITTAL GUIDELINES

Proposals shall contain the information as required in this solicitation. Proposals that are substantially incomplete or lack key information may be rejected by the City. The following list details the appropriate proposal format:

A. Binding and Labeling. All sections of the qualification package should be bound (if applicable), with section dividers tabs labeled. Tab “A” through Tab “D”, to identify each required criteria in Section 5.

Attachments shall be placed under the appropriate tab for that sub-section. Include slip sheets indicating the tabs, in place of dividers for electronic submissions.

B. Cross Referencing - To the greatest extent possible, each section shall be written on a stand-alone basis so that its contents may be evaluated with a minimum of cross-referencing to other sections of mailto:procurement@casselberry.org procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

the qualifications package. Information required for evaluation of qualifications, which is not found in its designated section, will be assumed to have been omitted from the qualifications package.

C. Glossary of Abbreviations and Acronyms - Each section shall contain a glossary of all abbreviations and acronyms used, with an explanation for each. If no abbreviations and/or acronyms are used, then a glossary is not required.

D. Current, valid Certificates of Insurance and Local Business Tax Receipt shall be placed under Tab

“D” of your proposal.

3.09 JOINT VENTURES

All proposers intending to submit a proposal as a Joint Venture are required to have filed proper documents with the Florida Department of State, the Division of Business and Professional Regulation, Construction Industry Licensing Board and/or any other state or local licensing Agency prior to submitting a proposal response. Please refer to Section 489.119 Florida Statutes.

Joint Venture Firms must provide an affidavit attesting to the formulation of a joint venture and provide either proof of incorporation as a joint venture or a copy of the formal Joint Venture Agreement between all joint venture parties, indicating their respective roles, responsibilities and levels of participation for the project.

3.10 CORPORATE STANDING AND AUTHORIZED SIGNATORY

The proposer must demonstrate that the company is in good standing and that the person signing this proposal is an Authorized Signatory on behalf of the proposer to sign proposals, negotiate and/or sign contracts, Agreements, amendments and related documents to which the proposer will be duly bound.

The proposer must provide a copy of the State Certificate of Good Standing/Articles of Incorporation listing the officers of the company. In addition to the aforementioned documents the proposer must include necessary information to verify the individual signing this proposal/bid and or any contract document has been authorized to bind the corporation. Examples include:

A. A copy of your Articles of Incorporation listing the approved signatories of the corporation; or B. A copy of a resolution listing the members of staff as authorized signatories for the company; or C. A letter from a corporate officer listing the members of staff that are authorized signatories for the company; or D. A signed Sunbiz Florida Profit Corporation Annual Report.

E. Please include this information under Tab “D” of your proposal.

3.11 PROPRIETARY INFORMATION

A. In accordance with Chapter 119 of the Florida Statutes (Public Records Law); and except as it may be provided by other applicable State and Federal Law, all Proposers should be aware the Statement of Qualifications (SOQ) solicitation and the responses thereto are in the public domain. Proposers are requested to identify specifically any information contained in their Proposals which they consider confidential and/or proprietary and which they believe to be exempt from disclosure, citing specifically the applicable exempting law.

B. A generic notation that information is “confidential” is not sufficient. Failure to provide the Procurement and Contract Management Division with a detailed explanation and justification including statutory cites and specific reference to your Proposal detailing what provisions, if any, you believe are exempt procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

from disclosure, may result in your entire Proposal being subject to disclosure in accordance with Chapter 119 of the Florida Statutes.

3.12 PROPOSAL REPRODUCTION

Please submit one (1) proposal electronically through Vendorlink, LLC., containing the entire submittal formatted to be read with Microsoft® software products or Adobe® PDF software. The electronic version should include separation sheets indicating the tabs, in place of dividers.

3.13 PROPOSAL SUBMITTAL AND DELIVERY

A. Sealed proposals (if applicable) must be received in the City’s Procurement and Contract Management Division no later than the due date and time specified within SECTION 2 SOQ SOLICITATION PROCESS SCHEDULE. Proposals received after the stated date and time will not be accepted and will be returned unopened. The City will not be responsible for any bid/proposal delivered incorrectly or to the wrong address or location, no exceptions will be made.

B. Please submit one (1) proposal electronically through Vendorlink, LLC., containing the entire submittal formatted to be read with Microsoft® software products or Adobe® PDF software. The electronic version should include separation sheets indicating the tabs, in place of dividers. Refer to VendorLink Electronic Submissions instructions - Inbound vendor submittals.

3.14 IMPROPER IDENTIFICATION AND TIMELINESS

The City is not responsible for the failure of a proposer or the proposer’s agent to submit responses in a timely manner or for a proposal that is not properly addressed or identified. Proposal delivery by electronic means, such as facsimile and e-mail, is not allowed.

3.15 PUBLIC OPENING OF PROPOSALS

Proposals will be announced publicly by the Procurement and Contract Management Division on the due date and time or as soon thereafter as possible. Only the names of the respondents and verification of bond submittal, if applicable, will be publicly announced. Sealed bids, proposals, or replies received by an agency pursuant to a competitive solicitation are exempt from s. 119.07(1) and s. 24(a), Article I of the State Constitution until such time as the agency provides notice of an intended decision or until 30 days after opening the bids, proposals, or final replies, whichever is earlier. All other information will be subject to Florida’s Open Government Laws to Public Contracting.

3.16 WITHDRAWAL OF PROPOSALS

Proposals may not be withdrawn for a period of one hundred eighty days (180) days after the public opening date.

3.17 OWNERSHIP OF DOCUMENTS

All documents resulting from this SOQ solicitation shall become the sole property of the City. All Proposals received from proposers in response to the SOQ solicitation will become the property of the City and will not be returned to proposers. In the event of an award, all documentation produced as part of the Contract will become the exclusive property of the City.

procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

A. Drawings, specifications, designs, models, photographs, reports, surveys, calculations, and other data provided in connection with this SOQ solicitation and/or awarded Agreement as a result of this solicitation process; are and shall remain the property of the City whether the project for which they are made is executed or not. Such finished or unfinished documents, data, calculations, studies, surveys, specifications, drawings, maps, models, photographs and reports prepared by the successful proposer(s) shall be delivered by the successful proposer(s) to the City at the conclusion of the project or the termination of the successful proposer(s)’ services.

B. When such documents are provided to other parties, the successful proposer(s) shall ensure return of the City’s property by collecting a deposit equal to the cost of reproduction.

3.18 GSA STANDARD FORM SF-330

The City will use the U.S. General Services Administration (GSA) federal Standard Form SF-330 for the purpose of evaluating the qualifications of proposers. Proposers must include the completed form in its entirety as outlined in the solicitation document. Please ensure you include the appropriate section under the corresponding Tab as outlined in the solicitation document. This form can be obtained from the GSA Forms Library website: https://www.gsa.gov/portal/forms/type/TOP; it is typically listed under the “Top Forms” and is also available under the Standard Forms menu. The selection of the successful proposer(s) will be based on the information provided in this form and additional requirements as outlined in this SOQ solicitation document. Neither Small Business status nor location will be used as preference in the proposer’s evaluations.

A. Requirements for SF-330 Sections D, E, F and G.

1. SF-330 Section D: This chart shall include the entire project team. The Key Personnel stated in

Section E shall match the Organizational Chart. This section should not exceed one (1) page.

2. SF-330 Section E: Include a Section E for each key person anticipated to be assigned to this project if your firm is awarded an Agreement. Complete the form in its entirety; should not exceed three (3) pages per Resume.

3. SF-330 Section F: Include a Section F for each project used to represent your firm’s experience on similar projects as outlined in this solicitation document. The timeframe identified for this requirement is five (5) years. This requirement is based on the experience of the Principal and not the Principal’s staff performing the services. At least one (1) of the identified Key Personnel shall have participated in each project referenced. Please include minimum of five (5) project examples. Do not exceed ten (10) example projects in total.

a. Respondents are encouraged to submit representative projects for the services requested as outlined in this solicitation document.

b. Submission of projects not similar to the services requested here may result in the loss of points awarded to a proposer.

4. SF-330 Section G: Indicate the involvement of those key personnel that may be assigned to this project in the Section F – Example Projects. At least one (1) of the identified Key Personnel shall have participated in each example project.

B. City’s Exceptions to SF-330.

When completing the Standard Form 330, the following exceptions to the standard instructions should be followed:

1. SF-330 Section H: Describe your firm’s experience working with other municipalities over the past five (5) years performing services relevant to those required in the scope of services herein.

https://www.gsa.gov/portal/forms/type/TOP procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

C. NOTE: Failure to provide all information requested on each form may result in the rejection of your proposal at the sole discretion of the City.

procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

SECTION 4 SCOPE OF SERVICES

The Proposer’s submittal must demonstrate sufficient experience, expertise, capabilities, and an approach to work to address the requirements outlined in the scope contained within EXHIBIT “A”.

The size of the task authorization will be limited by the financial constraints imposed by Section 287.055, Florida Statutes, for professional services secured from a continuing contract.

A. Section 287.055(g), Florida Statutes (2016); defines a “continuing contract” as follows:

A “continuing contract” is a contract for professional services entered into in accordance with all the procedures of this act between an agency and a firm whereby the firm provides professional services to the agency for projects in which the estimated construction cost of each individual project under the contract does not exceed $7.5 million. If the fee for professional services for each individual study under the contract does not exceed $500,000, or for work of a specified nature as outlined in the contract required by the agency, with the contract being for a fixed term or with no time limitation except that the contract must provide a termination clause. Firms providing professional services under continuing contracts shall not be required to bid against one another.

B. The City does not guarantee the number of assignments, if any, or the dollar value of fees for tasks that may be assigned hereunder to any successful proposer. Any agreements resulting from this solicitation shall be non-exclusive and without limitation upon the City to obtain services from third parties as the City deems appropriate in its sole discretion.

C. Task Authorization Review and Approval Process (sample TA form included in agreement)

1. The City will request written proposals from the successful proposer(s) for each individual project.

2. The Task Authorization is prepared and completed using Form Number: PF-611, Task

Authorization Order Form for Consultant Services; which will include a brief summary of the proposed project, identifying the proposed project manager and shall include at a minimum the following attachments:

a. Attachment “A”, Scope of Services [should be detailed and outline all tasks, deliverables, etcetera]

b. Attachment “B”, Price Breakdown [should be detailed to ensure pricing is pursuant to agreement]

c. Attachment “C”, Schedule and Milestones [should outline a start date, substantial completion date, end date, all milestones (i.e. 30%, 60%, 90% plans, etcetera) for deliverables]

d. Attachment “D”, List of Sub-Contractors and/or Sub-Consultants [if applicable]

3. Task Authorizations will be assigned to the successful proposer(s) firms on an alternating basis while utilizing a fair and balanced approach but may consider a successful proposer’s specific qualifications based on the type of work requested, current workload, schedule, availability and expertise at the sole discretion of the City.

4. Task Authorizations approval shall be pursuant to the established Procurement Thresholds and/or as authorized and approved by the City Commission.

procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

SECTION 5 PROPOSAL RESPONSE, CRITERIA AND EVALUATION

The selection process will be conducted in three (3) phases: (1) ranking of the most qualified; (2) presentations and/or interviews of Short List Firms; (3) negotiation of Contract with top ranked firm; as provided by Florida Statutes. The City may request, accept and consider proposals for the compensation to be paid under the proposed contract only during the negotiation phase, not during the selection phase.

A determination of the best qualified firm will be made by the Evaluation Committee based on the stated criteria.

In order to assist in determining the best qualified firm, the Evaluation Committee reserves the right to request additional information and/or clarification relating to any information submitted by any Proposer. The City shall be the sole judge of its own best interests, the proposals, and the resulting Agreement. The City’s decisions shall be final.

5.01 EVALUATION CRITERIA AND PROPOSAL

PHASE 1 – EVALUATION OF PROPOSALS

An Evaluation Committee will review and evaluate all responsive proposals received by the City in response to this SOQ relative to the criteria below.

Evaluation Criteria Category Maximum Points

Firm’s Qualifications 30 Personnel/Project Team Experience 25 Similar Projects/References 20 Project Approach and Technical Understanding 25

MAXIMUM TOTAL POINTS 100

PHASE 2 – INTERVIEWS/PRESENTATIONS

The highest ranked firms, as determined in Phase 1, will be invited for interviews/presentations and will be evaluated relative to the criteria below.

Evaluation Criteria Category Maximum Points

Project Team Experience - Design 25 Project Team Experience - Construction Administration 15 Demonstrated Understanding of the Project and Design Methodology 25 Construction Administration Approach 15 Challenges/Solutions 20

MAXIMUM TOTAL POINTS 100

For both Phase 1 and Phase 2, an adjectival scoring methodology will be used in accordance with the rating scale as described in Section 6.03.

5.02 FIRM QUALIFICATIONS AND EXPERIENCE – TAB “A”

A. Letter of Transmittal. Provide a letter of transmittal, no longer than two (2) pages, signed by an authorized representative of the proposer, including a brief description of your firm’s location, organization structure, and philosophy. (This section is not included in the overall proposal seventy-five (75) page count).

procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

B. Experience of Key Personnel. Identify and include qualifications of specific individuals to be assigned to the project including all sub-contractors (include names, contact information, and resumes) and specify which services each of the individuals will provide to the City. Proposer should demonstrate the applicability of the experience and availability of the Key Personnel, Project Manager, Project Architect and Project Manager of the major sub-consultants (Civil, Structural, MEP, Construction Administration, etc.) for the project under consideration. Experience should emphasize design experience, in the State of Florida and with projects of similar scope and program requirements as described in this document.

C. Ability to Service the City and use of Sub-Contractors or Other Firms. List all prime and key subcontractor firms. The Proposer should provide a letter committing availability of the Project Team throughout the duration of the Project design process, construction administration and closeout.

D. NOTE: In order to provide the necessary information as requested pursuant to Section 5.02(B) and (C) above; please include GSA Form SF-330, Part I, Sections A, B, C, D, and E under Tab “A” of your solicitation response.

E. Litigation. Please list any past and/or pending litigation or disputes relating to the work described herein that your firm has been involved in within the last five (5) years. The list shall include each project name and the nature of the litigation.

F. Financial Information. Provide an official letter from the proposer’s financial institution detailing the financial status of the proposer. The letter shall include a contact name, address, phone number, and fax number. The failure to produce financial requirements may be grounds for disqualification of your proposal response. Additional credit information, including but not limited to; audited financial statements, pro forma issues, or annual reports may be requested from the top-ranked proposers at the sole discretion of the City.

5.03 SIMILAR PROJECTS – TAB “B”

A. To demonstrate experience and success in conducting similar work, the proposer shall complete and submit GSA Form SF-330, Part I, Sections F, G, and H concentrating only on those projects completed within the last five (5) years or currently underway by the proposer’s firm. Please provide a minimum list of five (5) projects, where multiple team members worked together, if possible, illustrating the proposed team’s qualifications for performance pertaining to this project. The City does not request nor require an amount greater than ten (10) projects be submitted. Your firm will not be penalized if more than ten (10) projects are provided as part of your response; however, submitting more than ten (10) projects will not provide your firm an advantage during the evaluation process.

B. Describe any significant project issues and challenges encountered and how your firm resolved them.

C. Describe any significant or unique awards received or accomplishments made in previous, relevant projects.

NOTE: Please do not include projects completed or currently underway with the City of Casselberry as this will not be acceptable in determining qualifications.

5.04 PROJECT APPROACH AND TECHINCAL UNDERSTANDING– TAB “C”

A. State your firm’s technical approach to a typical project and the interpretation of the scope of services required under this SOQ. Please include a typical project’s management plan, interpretation of the scope and the method of approach for a typical project. Discuss approach for both the design phase of the project and the post-design/construction administration phase.

B. Define the adequacy of resources, including personnel, labor, equipment and supply resources, and other requirements to provide the requested services.

C. Provide a typical response time and/or project implementation schedule for proposed services including any management and planning strategies.

procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

D. Provide information regarding any proposed innovative concepts that may enhance the value and quality of the services to be performed.

E. List your firm’s scheduling and accounting software that would be utilized.

5.05 SOQ SUBMITTAL REQUIRED FORMS – TAB “D”

Proposers shall include all applicable and duly executed forms under this section.

A. GSA SF-330 Form. Proposers shall complete GSA SF-330 Form as outlined in the solicitation document and submit GSA Form SF-330, Part II under Tab “D” of your solicitation response. Non-inclusion of this form completed shall deem your proposal as non-responsive and as such will be removed from further consideration.

B. Insurance Certificates. Provide copies of your current liability, professional liability and workers’ compensation Certificates of Insurance. The successful proposer(s) will be required to provide Certificate(s) of Insurance evidencing coverage as required in the Insurance Requirements, within five (5) business days of the notification of intent to award. Note: Policies other than Workers’ Compensation shall be issued only by companies authorized to conduct business in the State of Florida, with active certificates of authority issued by the State of Florida, Department of Insurance.

C. Conflict of Interest. Proposers must provide disclosure of any potential conflict of interest due to any other clients, contracts, or property interests for this project only. Proposers must complete and submit with their response the Conflict of Interest Statement/s and have it signed certifying that no member of your firm ownership, management, or staff has a vested interest in any aspect of this solicitation or any department within the City of Casselberry.

D. Non-Collusion/Lobbying Certification. Proposers must complete and submit with their response on the Non-Collusion/Lobbying Certification and have it signed.

E. Drug Free Workplace Certification. If applicable, Proposers must complete and submit with their response on the Drug Free Workplace Certification and have it signed.

F. Acceptance of SOQ Terms and Conditions. Proposers shall complete the Acceptance of Proposal Terms and Conditions Certification and have it signed. An authorized signatory shall sign attesting to knowledge of scope of services, committing to the prices as negotiated, and acceptance of the terms and conditions. This form must be signed. As stewards of public funds, the City maintains all adopted budgetary parameters in the performance of its contracts. The ability of the successful proposer to maintain a sense of fiscal responsibility shall be favorably considered in the evaluation of proposals.

G. Addenda Acknowledgement. If applicable, Proposers must complete and submit with their response the Addendum Acknowledgement.

H. Corporate Standing and Authorized Signatories. Proposers must provide a copy of the State Certificate of Good Standing/Articles of Incorporation listing the officers of the company. Please complete and comply with the Organizational Information and provide one of the forms of evidence of Signatory Authority listed in Section III, (I) Corporate Standing and Authorized Signatories.

I. Sub-Contractors. Proposers must list any sub-contractors that shall be used to accomplish the scope of services. Complete and submit the Schedule of Proposed Subcontractor Participation.

If no subcontractors are going to be used, check the box for “No Subcontracting (of any kind) will be utilized on this project” at the top of the form.

J. Scrutinized Companies Certification. If applicable, Proposers must complete and submit with their response the Contractor Certification Regarding Scrutinized Companies.

K. Truth-In-Negotiations Certification. Proposers must complete and submit with their response the Truth-in-Negotiations Certification and have it signed.

L. Local Business Tax Receipt. Provide a copy of your Local Business Tax Receipt. In accordance with section 205.065, Florida Statutes, a current Department of Professional Regulation certificate may be provided in lieu of a Local Business Tax Receipt, with a copy of the corresponding Occupational License of the home state, county, or city.

procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

M. Proof of Licenses/certification. Please include copies of applicable licensure/certification, including; but not limited to:

1. Provide proof of proper State of Florida business licensure and professional certification(s)/registration(s) in the State of Florida.

2. Provide proof of corporate registration to operate in the State of Florida by the Department of State, Division of Corporations. Information concerning certification can be obtained at:

http://dos.myflorida.com/sunbiz/. Please note: certification must be on active status only.

N. W-9 Form. All Proposers shall furnish a current completed W-9 with their bid or proposal submittal.

A tax identification number is required to do business with the City.

http://dos.myflorida.com/sunbiz/ procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

SECTION 6 EVALUATION PROCESS

6.01 REVIEW OF PROPOSALS

A. Each proposal is initially reviewed by the Procurement and Contract Management Division to ensure each proposal meets the minimum criteria as set forth in the solicitation document. A Proposal Submittal Checklist of the essential items required by the solicitation shall be prepared by the designated Procurement Representative and presented to the Evaluation Committee for consideration and action. This process may include, but is not limited to the following:

1. The proposal was submitted by the deadline;

2. All required documents have been submitted;

3. All documents requiring an original signature have been signed and submitted; and

4. Verification through the professional regulatory agency to ensure proper professional licenses or credentials, as required.

6.02 EVALUATION COMMITTEE

The Evaluation Committee is comprised of qualified and recommended City staff members, professional City advisors, or local government staff or officials who are appointed by the City Manager or Designee in coordination with the requesting department. The Evaluation Committee shall consist of members who have experience, knowledge and/or expertise in the program area and service requirements of the solicitation. The designated Procurement Representative serves as the non-voting chair of the committee.

6.03 ADJECTIVAL SCORING METHOD

Adjectival Scoring Method may be used for both Phase 1 and Phase 2. An adjectival scoring system is used in accordance with the rating scale below.

The Committee member’s adjectival rating score is multiplied by the percentage of maximum points (weight) resulting in a total score for that section.

0 = Unsatisfactory: Not responsive to the question. (0% of the max. points) 1 = Below Minimum Standards: Responsive to the question, but below acceptable standards. (25% of the max. points) 2 = Marginal: Minimal acceptable performance standards and responsive to the question. (50% of the max. points) 3 = Satisfactory: Above minimum performance, effective and responsive to the question. (75% of the max. points) 4 = Excellent: Exceeds expectations for effectiveness and responsiveness to the question. (100% of the max. points)

6.04 RANKING AND TIE BREAKER

A. The Evaluation Committee is tasked with short-listing the proposers by selecting a minimum of three

(3) and a maximum of six (6) proposals for interview/presentation based upon the criteria established herein. If fewer than three (3) proposers submit a proposal, the City may extend the due date, re-advertise, or cancel the solicitation at the sole discretion of the City.

B. Criteria for Breaking Initial Evaluation Ties. If two (2) or more top ranked proposers are tied, and it is procurement@casselberry.org

STATEMENT OF QUALIFICATIONS (SOQ)

necessary to break the tie, the tie shall be broken as follows:

1) Proposer with highest score for Project Approach and Technical Understanding.

2) Highest ranked Proposers will be invited to interviews/presentations.

3) A re-evaluation and scoring of only the highest ranked tied proposers.

C. Criteria for Breaking Interview Ties/ Presentation.

1) Proposer with highest score for demonstrated Understanding of the Project and Design

Methodology.

2) A re-evaluation and scoring of only the highest ranked tied proposers.

6.05 INTERVIEWS/PRESENTATIONS

The City will conduct discussions with the selected short-listed firms to obtain further clarification of each firm’s qualifications, experience, project approach, and the ability to furnish the required services set forth in the solicitation.

The Procurement and Contract Management Division will notify all selected proposers of the City’s decision to request presentations and/or interviews, as applicable, and will make every effort to provide questions in advance to guide the conversation during this informal session. The proposer shall address all questions provided.

Due to the dynamic interaction, at a minimum, the project team lead, Project Manager, and one additional key team member proposed for this project shall be present and an active participants in the discussions.

Therefore, the proposer shall have officials of the appropriate management level representing the firm.

The proposers shall have forty five (45) minutes to address all general and follow up questions during the discussions. In the interest of time, PowerPoint presentations are highly discouraged; however, literature, brochures and handouts are acceptable.

The proposer understands that any and all costs related to the presentation and discussion process is considered an operational cost of the Proposer and shall not be passed on to, or be borne by the City.

The previous evaluation scores from Phase 1 will not be carried forward. Presentations and/or interviews will be evaluated relative to the criteria listed within Phase 2…